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AI brief of an SEC Form 8-K · Delta Air Lines (DAL)

Delta restores 2025 EPS guidance to $5.25-$6.25 as June quarter adjusted EPS falls 11%

Mixed Impact 4 of 5 earnings Written later

Delta reported June quarter 2025 results on July 10, 2025. GAAP diluted EPS rose to $3.27 from $2.01 a year earlier, helped by a $735 million investment gain, while adjusted EPS fell 11% to $2.10 and adjusted operating revenue rose 1% to $15.5 billion. The company restored full-year 2025 guidance of $5.25 to $6.25 EPS and $3 billion to $4 billion of free cash flow, and announced a 25% quarterly dividend increase starting in the September quarter.

Key points

  • GAAP diluted EPS was $3.27 versus $2.01; adjusted diluted EPS was $2.10 versus $2.36
  • Adjusted operating revenue was $15.5 billion, up 1%; adjusted operating margin was 13.2% versus 14.7%
  • September quarter EPS guidance is $1.25 to $1.75 with a 9% to 11% operating margin
  • Full-year 2025 guidance restored: EPS of $5.25 to $6.25 and free cash flow of $3 billion to $4 billion; quarterly dividend up 25% beginning in the September quarter

The filing

CompanyDelta Air Lines (DAL)
Form8-K, current report
Filed with the SECJul 10, 2025, 6:30 AM ET
Accession number0001683168-25-005002

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 10, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.